I would like to be able to customize the drop down list from the call outcome option as it doesn't represent the outcomes I would like recorded. Is this possible? Otherwise can we turn it off so it doesn't state no outcome on the timeline?
I am not talking about "CALL TYPE" this is perfect the way is set up because I can customize myself
I am talking about CALL OUTCOME
THere are are six different options
no answer
busy
Wrong number
left life message
left voice mail
connected
We can not expect Hubspot to add options that user want to add because it would be un-managable. People would come up with all kinds of different options
HERE IS WHAT I AM SAYING
Let us users create ourcustomized options for CALL OUTCOME then we can name them what ever we want
Yes please! It’s very surprising to me that you can’t customize this or have a separate field similar to outcomes for any other identifier that’s in a format that can easily integrate with Salesforce and/or be reported on such as product line. So it would almost be the equivalent of “campaign” in the marketing software but for logging activity via the sales tool. For instance a field to identify product line that the sales person talked about or I can think of many other identifiers different companies may need. So have the option of one or two additional fields for activity/tasks that you can customize and report on.
This is a great idea! For us, we would like to be able to record when the call is an incoming call that we just logged, versus actual outreach by our sales team.
Please add the ability to add other outcomes to the call meeting outcomes. In our business we have kids that do not set up their voicemails, disconnected, Hung up on, etc. If we were able to add more outcomes like the call type, etc.
I am just adding my comments on this feature. I think the ultimate solution is that this should be user-defined. I love that you give us some options to start with, but I want to be able to get a bit more granular with this, as an example, I want to have an option for Connect - Meeting Set
I want to be able to see whether the outcome of a call was "not connected" to the right person, "connected" but not a quality conversation, or a "quality conversation" where that is defined as gaining an additional piece of qualifying information
we have been struggling with this option for the last couple of months.
We came up with some ideas but they are not very clear. I saw that other competitors have this options like Marketo. Anyway, I hope to get it soon, so it will help us.
Is there any date on the roadmap for adding this? We desperately want to move from Base (now Zendesk Sell) and are blocked due to not having call outcomes available. Please implement this feature soon!
I would like to be able to customise these properties too. We set objectives for calls, and measure outcomes. If we are able to customise then I could use HubSpot for a 'call outcomes' report rather than using a spreadsheet. C'mon HubSpot! there are no negatives for making this customisable for those users who wish to tailor to their business objectives. Linda
Amen. Customizable call/meeting/etc outcomes (and the ability to report on them ie: marking a Meeting type as Showed or No Showed) are necessary to use this for a long time instead of eventually moving to salesforce.